Make monthly collections easier to review
Close the month with payment activity ready for a calm review, rather than reconstructing it between other tasks.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Payments
Tool to retrieve a list of payments. Use when you need to view past payment records with optional filters and pagination.
Why this helps
A month of payment events can be difficult to summarize when the review starts with scattered checks and forgotten context.
- Create a dependable month-end starting point for payment review.
- Gather payment history when you have time blocked for finance.
- Make it easier to pair billing activity with other business context.
Setup
Build it in a few focused steps.
- 1Connect Finmei to Notis once in the portal.
- 2Create a monthly automation in the portal or ask Notis to schedule a month-end review.
- 3Write a single prompt asking Notis to list Finmei payments for the period you want to review.
- 4Pick a monthly schedule and a channel for run reports.
- 5Review the first result against your month-end process.
Questions about this workflow
Does this calculate revenue trends?
The action retrieves payments. Use the result as source material for your review; the list action itself does not promise a financial analysis.
Is IPRegistry needed for this workflow?
No. This scheduled payment review uses Finmei. IPRegistry is not a trigger source for it.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link IPRegistry to Finmei. A trigger fires from one place; an action lands in another.
IPRegistry triggers
Finmei actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Invoice
Tool to create a new invoice. Use when you have all invoice details ready and need to record it. Example: "Create an invoice for customer X with two items.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Customer
Tool to delete a specific customer by their ID. Use after confirming the correct customer_id to remove the record.
Delete Invoice
Tool to delete an invoice. Use when you need to remove an existing invoice by its ID.
Delete Payment
Tool to delete a payment. Use when you need to remove a payment by its ID after confirming it's obsolete.
Delete Product
Tool to delete a product by its ID. Use when you need to permanently remove a product from the catalog.
Get Payment
Tool to retrieve details of a specific payment by its ID. Use after creating a payment or when you need to confirm payment details.
Get Product by ID
Tool to retrieve a product by its ID. Use when you need detailed information about a single product.
List Currencies
Tool to list all currencies supported by Finmei. Use when you need to retrieve available currency codes before creating transactions.
Connect any two apps with Notis in the middle.
IPRegistry and Finmei, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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